Original filing (PDF)20250917091600NAL0000239057003

GARRISON FAMILY DENTISTRY, P.C.

Name: GARRISON FAMILY DENTISTRY, P.C. — GARRISON FAMILY DENTISTRY, P.C. 401(K) SAFE HARBOR PROFIT SHARING AND SECTION 105 DISABILITY PLAN, Form 5500 (2024)
Creator: GARRISON FAMILY DENTISTRY, P.C.

Form 5500-SF

FILING_RECEIVED

GARRISON FAMILY DENTISTRY, P.C. 401(K) SAFE HARBOR PROFIT SHARING AND SECTION 105 DISABILITY PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GARRISON FAMILY DENTISTRY, P.C..

Plan sponsor

Name

GARRISON FAMILY DENTISTRY, P.C.

EIN

54-1741660

Address

129 UNIVERSITY BLVD. STE. D · HARRISONBURG, VA · 228013751

Phone

(540) 433-6750

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

CRANBERRY DENTAL STUDIO

CRANBERRY DENTAL STUDIO 401(K) PLAN

$3.0M · 17 participants

ROGER B. LAWRENCE, DMD, PC

LAWRENCE & SCHEFFEL 401(K) PLAN

$3.0M · 14 participants

GREGORY N. ALEXANDER, DDS, PC

GREGORY N. ALEXANDER, DDS, PC 401(K) PLAN

$3.0M · 9 participants

WINEGAR DENTAL, LLC

WINEGAR DENTAL, LLC 401(K)/PROFIT SHARING PLAN & TRUST

$3.0M · 16 participants

JAMES W. KOGLIN, DDS, LLC

JAMES W. KOGLIN, DDS, LLC 401(K) PLAN